Wealth Client Services Associate
$55k - $95kPowerToFly
A leading financial services firm in Seattle seeks Client Service Associates to enhance client relationships and provide exceptional support to Financial Advisors. Ideal candidates should possess strong organizational and interpersonal skills, with a high school diploma required and a college degree preferred. The role offers a salary range of $55,000 - $95,000 and includes comprehensive benefits. This is an excellent opportunity for motivated individuals to build a rewarding career within a dynamic team environment. #J-18808-Ljbffr PowerToFly
- Bank of America in Seattle is looking for a dedicated client service professional to support Financial Advisors in delivering excellent service to clients. The role requires a strong focus on client needs and the ability to manage multiple responsibilities in a fast-paced...Suggested
$55k - $95k
Morgan-Stanley in Bellevue, WA, is seeking a Client Service Associate to support Financial Advisors and enhance client relationships. The role involves executing transactions, managing schedules, and educating clients on digital tools. The successful candidate will have...SuggestedWork at office$60k - $85k
Morgan Stanley in Seattle is seeking a Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors. The successful candidate will build trusted client relationships and excel in a fast-paced environment. This role requires...SuggestedWork at office- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role...SuggestedWork at officeLocal area
$50k - $60k
...Client Service Associate Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Client Service Associate for their Seattle... ...Financial Professionals in day-to-day operations of a growing wealth management practice. This role requires superior...SuggestedFull timePart timeLocal area$85k - $100k
...Client Service, Senior Associate Seattle, WA At Freestone, we believe in making a meaningful difference by focusing on what truly matters to... ...of consistent growth and success, we are an independent wealth and asset management firm with over $14 billion in assets...Full timeSummer workWork at office- ...divh2Client Service Associate/h2pGreater Seattle Area/ppOur client is a growing wealth management firm serving UHNW individuals, families, and institutions. With a reputation for innovation, collaboration, and personalized client service, the firm provides a full suite...Work at office
$90k - $120k
...Senior Client Service Associate Robertson Stephens Wealth Management ("Robertson Stephens") is a privately held national wealth management firm with roots in one of the country's most legendary tech-focused investment banks. In the 1990s, the original Robertson Stephens...Temporary workWork at officeFlexible hours$80k - $90k
...Client Service, Associate Seattle, WA At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our... ...history of consistent growth and success, we are an independent wealth and asset management firm with over $14 billion in assets...Summer work$60k - $70k
...market investment bank and full service broker-dealer. With roots... ...Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Seattle or Bellevue... ...to-day operations of a growing wealth management practice. This role...Full timePart timeLocal area$23.51 - $39.18 per hour
...will support financial advisors associated with LPL Financial under our... ...to continue building on your wealth management experience while... ...Communicate daily with advisors and clients, taking ownership of... ...transfers, and provide education on services and technology. Manage...Full timeWork at officeLocal areaWork from home- ...financial advisory firm is immediately seeking an 'A-Team' Senior Client Service Associate. Minimum Requirements Passionate about customer service... ...professionals). We are a fast growing independent wealth management firm. We are dedicated to providing the best experience...Full timeSeasonal workLocal areaImmediate start
$30 - $33.65 per hour
...innovative financial solutions across our Wealth Management, Capital Markets, Futures, and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles,... ...is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial...Work experience placementWork at officeLocal areaFlexible hours$55k - $95k
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading...Temporary workWork at officeLocal area$70k - $110k
Parcion Private Wealth partners with business owners and their families to unlock the true... ...office committed to delivering legendary service and impact. Parcion Private Wealth is... ...firm in delivering legendary operations and client service. We are seeking an experienced...Full timeTemporary workLocal areaMonday to Friday$60k - $85k
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/Private Wealth Advisor(s) (PWAs)/teams on a daily basis. The successful candidate will build trusted client relationships through strong interpersonal...Temporary workWork at officeLocal area$31.4 - $38.6 per hour
...Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals... .... We lead the industry in aligning wealth, passion, and purpose to help our clients... ...#OneTeam. As a critical member of the Client Service team, you will work closely with lead...Hourly payFull timeSummer workWork at officeLocal areaImmediate startMonday to FridayFlexible hours$65k - $75k
...Client Service Associate Bellevue, WA; Menlo Park, CA; Seattle, WA Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our team! The Client Service Associate is an integral member of the Wealth Management team, helping to advance...InternshipWork at officeRemote work2 days per week$55k - $95k
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Full timeTemporary workWork at officeLocal area$22.64 per hour
...Client Services Associate Seattle, Washington, United States Job Title: Client Services Associate Reports To : Client Services Leadership About the Role As a Client Services Associate, you aren't just "handling mail"you are the engine that keeps our...Temporary workWork experience placementImmediate start- A leading investment advisory firm in Seattle is seeking two Client Service Associates, one entry-level and one mid to senior level. These roles provide essential support to advisory teams while offering opportunities for growth in the financial industry. Ideal candidates...Full time
$30 - $33.65 per hour
Wedbush in Seattle is seeking a Registered Client Service Associate to support Financial Advisors and senior management. The role includes providing sales and administrative support, maintaining client account information, and organizing meetings. Successful candidates...$54k - $71k
Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies...- A leading benefits service provider in Bellevue, WA, is seeking a Client Associate to support its account teams. This role involves learning about the employee benefits Client Service Cycle and assisting in client-related tasks. Key skills include communication, adaptability...Flexible hours
$80k - $95k
ROLES NEEDED Client Service Associate and Senior Client Service Associate (2 roles) Salary range for the entry level is $80,000 to $95,000 and the senior is $100,000 - $120,000 depending on experience. Company Our client is an independent, nationally ranked investment...Full timeH1bWork at office$43 - $45 per hour
...Client Service Associate Our client, a leading independent investment management firm, is seeking an experienced Client Service Associate for a 3+ month contract in New York, NY or Seattle, WA. This role is hybrid, onsite 4 days a week. Job Summary The Client...Hourly payContract workWork experience placementWork at office- ...Job Description Job Description Client Service Associate Greater Seattle Area About the Company Our client is a growing wealth management firm serving UHNW individuals, families, and institutions. With a reputation for innovation, collaboration, and personalized...Work at office
$55k - $95k
711 MS Smith Barney, LLC in Seattle is looking for Client Service Associates to provide exceptional service to clients and support Financial Advisors. Candidates should have strong interpersonal skills to assist clients with daily needs while managing administrative tasks...- Private Client Investment Associate At J.P. Morgan Chase, we have an enthusiasm for helping our clients... ...delivering extraordinary customer service while maintaining a strong commitment... ...Investment Associate in J.P. Morgan Wealth Management, you will provide client service...
$65.5k
...Client Associate & Trust Services LOCATION: SEATTLE, WA We are seeking a full-time Client Associate & Trust Services to join our team. Based... ...net-worth individuals and families manage and grow their wealth through financial planning, investment management, and trust...Full timeContract workWork experience placementWork at officeRemote workFlexible hours
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